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Legacy of Literacy Society Planned Giving Commitment Form I have included Make Way for Books in my estate plans in recognition of my strong commitment to leave a legacy of literacy in my community.
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How to fill out planned giving leave your

01
Determine the organization or cause you want to support through planned giving.
02
Research the different planned giving options available, such as bequests, charitable gift annuities, or charitable remainder trusts.
03
Consult with an estate planning attorney or financial advisor to discuss the best planned giving strategy for your specific circumstances.
04
Review your current financial situation and assets to determine how much you can afford to leave as a planned gift.
05
Decide whether you want to leave a specific dollar amount, a percentage of your estate, or certain assets as a planned gift.
06
Draft a will or update your existing will to include provisions for your planned gift.
07
Consider adding a contingency plan in case the intended beneficiary organization ceases to exist.
08
Inform the organization or cause about your planned gift and ensure they have all the necessary information regarding the gift.
09
Regularly review and update your planned giving arrangements as your financial situation or charitable interests change.
10
Seek professional advice and consult with the beneficiary organization to ensure your planned gift aligns with their needs and requirements.

Who needs planned giving leave your?

01
Anyone who wants to make a lasting impact on an organization or cause of their choice can benefit from planned giving.
02
Individuals who want to support charitable organizations or causes even after their lifetime may opt for planned giving.
03
People who have significant assets and want to minimize estate taxes while supporting charitable causes can consider planned giving.
04
Those who wish to leave a legacy or have a personal connection to a specific organization can make use of planned giving.
05
Anyone who wants to have control over where their assets go and ensure their charitable wishes are fulfilled can choose planned giving.
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Planned giving leave your involves leaving a donation or gift to a charity in your will or estate planning.
Individuals who wish to leave a bequest or planned gift to a charity are required to file planned giving leave your.
To fill out planned giving leave your, you will need to consult with a lawyer or estate planner to ensure your wishes are carried out correctly.
The purpose of planned giving leave your is to support charitable organizations and causes that are important to you, even after you pass away.
Information about the charity or charities you wish to benefit, the specific gift or bequest amount, and any conditions or restrictions you want to place on the donation must be reported.
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